Our Role

 

Lead Capital's investments provide liquidity to shareholders of privately owned businesses, facilitate transition of ownership to key managers, and allow management to capitalize on growth opportunities. We are not operators; rather, we are a resource for management. We work closely with management to set the company's strategic direction and support activities that will increase the company's value at the time of exit. We provide direction and advice in the following categories:

 

  • Corporate governance: assemble a value added board of directors
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  • Financial reporting: develop systems, metrics reporting, detailed budgeting, financial trend analysis
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  • Third party advisory: access our network - audit, tax, systems and controls, environmental, insurance, benefits, legal
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  • Revenue improvements: analyze sales trends, develop branding and marketing strategies
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  • Operational consulting: assist with procurement, IT infrastructure optimization, manufacturing efficiencies, business process improvement
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  • Strategic planning: identify strengths, weaknesses, opportunities and threats
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  • Human resources: review background checks, hiring practices, personnel evaluation and development, organization, structure, compensation
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  • Capital markets advisory: negotiate with financing sources, facilitate add-on acquisition opportunities
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  • Exit strategy: optimize timing, hire advisors, negotiate with buyers

 

We take great pride in partnering with management to lead the company forward to become a professionally managed business. Executing on these initiatives allows for increased growth, profitability and investor interest, all of which help to maximize the value of the company at the time of exit.